+115.0%
UMC vs MRNA
+945.0%
-830.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +13.1% | -15.2% | -2.2% |
| 7D | -14.7% | +20.6% | -35.3% | -14.8% |
| 30D | -32.9% | +27.1% | -60.0% | -32.9% |
| 3M | -22.2% | +353.4% | -375.5% | -23.3% |
| 6M | +25.9% | +446.3% | -420.4% | +20.0% |
| YTD | +107.9% | +776.2% | -668.2% | +91.5% |
| 1Y | +115.0% | +987.9% | -872.9% | +97.6% |
| All | +115.0% | +945.0% | -830.0% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling